Donald Like
Donald Like is a ChFC-designated registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Valencia, CA, with 49 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
28055 Smyth Drive, Valencia, CA, 91355
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Regulatory History (1)
Customer Dispute
November 2002Other Business ActivitiesSells Insurance
Donald is an officer and stockholder of LBW Insurance & Financial Services, a general insurance agency, and offers various insurance products. He also owns 50% of Smyth Drive LLC, which owns the building occupied by LBW, and is an Investment Advisor Representative for PFG Advisors LLC and Foundation Risk Partners. These activities take up a significant portion of Donald's time.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Cue Advisory Services, INC.
Capital Analysts
Lincoln InvestmentBroker
Lincoln Investment
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
Royal Alliance Associates, INC.
Washington Square Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Manequity, INC.Broker
Integrated Resources Equity CorporationBroker
Manequity, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.